Josh Chan is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Josh worked at Merrill Edge as a Financial Solutions Advisor and Investment Specialist. Josh specializes in financial planning that focuses on aligning clients' aspirations with actionable options to impact their future. He holds a California Insurance License, supporting his expertise in financial consultation. Outside of his professional work, Josh enjoys camping, fitness, hiking, and volunteering.

David Jacobsen is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for Mother's Trust in Tempe, AZ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Ted Miller is a financial advisor with Fidelity in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Edward Jones and DoorDash Inc before joining Strategic Advisors LLC, a Fidelity Investments company. Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction while serving as a registered commodity pool operator and advisor to multiple registered investment companies.

Catherine O'Connor is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 18 years of experience at the firm since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Joshua Burghardt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches nationwide.

Tobain Mc Carter is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Mc Carter is the founder of Significant Souls, a community initiative promoting and distributing tennis shoes to children in Muscatine, IA, serves as a director on the Muscatine Community College Foundation Board, and owns Pearl City Whisky LLC, a retail education business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lloyd Kent is a Series 66-licensed financial advisor with Cetera, based in Mesa, AZ, and has 24 years of experience in the industry. He has been with Cetera since 2002 and also owns Lloyd E. Kent CPA, a tax and accounting services firm he has operated since 1991. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets with a network of more than 10,000 advisors.

Shane Wright is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several positions outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Artemio Lopez is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Fidelity Investments, and Bank of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Samuel Hurtado is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with J.P. Morgan Chase and its affiliated entities since 2012. In addition to his advisory role, Hurtado has a longstanding association with Arizona State University spanning over 19 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Ronald Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2006. He also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, offers proprietary model strategies, and operates through thousands of financial professionals managing a multi-billion dollar asset base.

Kalen Dorson is a financial advisor with LPL Financial, holding a Series 66 credential and has three years of industry experience. He has worked at LPL Financial since 2019 and operates Wise World Investment Planning, which he has been involved with since 2015. Prior to his advisory career, he spent eight years in full-time education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Michael Lopez Jr. is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, and has six years of industry experience. He has worked at Merrill since 2019 and is currently associated with Bank of America. Prior to his advisory roles, he held positions at Arizona State University, Estrella Mountain Community College, and Lowes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Hebert is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, UBS Financial Services, and Morgan Stanley. Outside of advising, he is a business owner involved with EBH Bin Ventures LLC and Green Bin Licensing LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology while maintaining a large network of over 22,800 advisors.

Jared Dahline is a financial advisor with Edward Jones in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Kyle Weldon is a financial advisor at Edward Jones in Tempe, AZ, with eight years of industry experience. He holds the Series 66 credential and previously worked at Merrill and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated investment products and trust services.

Jack Patterson is a CFP® professional with four years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Dimensional Fund Advisors and Northwestern Mutual Wealth Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Dylan Zadakis is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of his advisory role, he also works as an Uber driver during nights and weekends. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Jason Finke is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, N.A. since 2019 and has a background that includes 17 years at the University of Phoenix. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Robert Young is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His prior roles include positions at Merrill and Hardy Asset Management. He is also vice president and membership committee chair of a local networking group in Gilbert, Arizona, and owns Blue Dot Wealth Management. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through multiple platforms and maintains proprietary affiliated model strategies under the Founders Gate Capital brand.